Curaleaf's Higher Aurora Bid Raises the Stakes in Cannabis Consolidation

The multi-year cannabis sector bear market is starting to give way to a calculated wave of industry consolidation. Behind the urge to merge is a significant shift in U.S. federal regulatory policy, encouraging better-capitalized operators to secure global supply chains before tax relief drives widespread multiple expansion.

MarketBeat • Oct 6, 2026

MSOS: Missing A Catalyst In The Near-Term (Rating Downgrade)

The AdvisorShares Pure US Cannabis ETF (MSOS) fell 11.2% after the temporary suspension of the U.S. cannabis rescheduling process from Schedule I to Schedule III, increasing regulatory uncertainty. The main thesis depends on ending Section 280E, which currently prevents cannabis companies from deducting operating expenses, weighing on earnings, cash flow, and valuations. The ETF is highly concentrated, with its three largest holdings accounting for 76.21% of assets, increasing sector-specific risk and volatility.

Seeking Alpha • Oct 2, 2026

MSOS: Pause On Cannabis Rescheduling - And Why Trulieve Is A Sneaky Pick

I reiterate my Buy rating on AdvisorShares Pure US Cannabis ETF despite the DEA pausing rescheduling hearings. MSOS remains attractive as the rescheduling catalyst is delayed, not canceled, and underlying holdings appear reasonably valued. Trulieve Cannabis Corp., MSOS's largest holding, stands out due to its Florida medical sales focus and normalized tax rates.

Seeking Alpha • Oct 1, 2026

Tilray Jumps 6%, Canopy Growth Climbs 3%, Aurora Cannabis Gains 4%: Here's Why TLRY Is Still Down 47% YTD

Shares of Tilray Brands (NASDAQ:TLRY) are up 6% to $4.75 Wednesday afternoon, participating in a broad bid for beaten-down speculative names.

24/7 Wall Street • Aug 19, 2026

Virginia and Texas Are About to Become Cannabis Battlegrounds. Here's Which Stocks Are Positioned to Win.

Limited-license states often favor established cannabis operators. Scale and positive cash flow create lasting competitive advantages.

The Motley Fool • Aug 7, 2026

MSOS: Adult-Use Rescheduling The Next Catalyst For Cannabis Stocks

The AdvisorShares Pure US Cannabis ETF is rated a buy, driven by real regulatory progress and potential further catalysts. Rescheduling of medical cannabis to Schedule III reduces tax burdens, improving cash flows and the cost of capital for MSOS holdings. Upcoming DEA hearings on adult-use rescheduling and earnings reports could deliver upside surprises and further margin expansion.

Seeking Alpha • Jul 9, 2026

The Easiest Way to Bet on US Cannabis Is This One ETF

Owning individual U.S. cannabis operators means wrestling with OTC-listed tickers, thin liquidity, and a patchwork of state licenses that most brokerage screeners barely index.

24/7 Wall Street • Jul 1, 2026

The Marijuana Industry Just Had a Massive Milestone

Trulieve Cannabis is a leading company in the marijuana market, and it's now trading on a major U.S. exchange. As the U.S. government has rescheduled medical marijuana products, it has paved the way for Trulieve to uplist onto the New York Stock Exchange.

The Motley Fool • Jun 16, 2026

Top Performing Leveraged/Inverse ETFs: 05/31/2026

Top Performing Leveraged/Inverse ETFs Last Week These were last week's top performing leveraged and inverse ETFs. Note that because of leverage, these kinds of funds can move quickly.

ETF Trends • Jun 2, 2026

Marijuana Stocks to Watch Before the Next Cannabis Rally

The cannabis sector continues to attract investors seeking long-term growth opportunities in 2026. Although volatility remains high, many marijuana companies are improving operations and cutting costs. At the same time, investors continue watching potential federal reform closely. Rescheduling discussions and banking reform could become major catalysts for the industry.